Join GamePlan Financial Marketing on April 24th at 2:00 PM ET and discover how Riskalyze is revolutionizing the way people invest by providing both reliability and predictability through their risk alignment platform.
3 steps you will learn more about on this webinar:
- Capture Your Client’s Risk Number®: Built on a Nobel Prize-winning framework, Riskalyze will mathematically pinpoint your client’s Risk Number, after they answer a 5-minute questionnaire, and will equip investment professionals like yourself to empower confident investors.
- Align Your Client’s Portfolio: After pinpointing your client’s Risk Number, Riskalyze will guide you in aligning your client’s portfolio to reflect their established risk tolerance level, helping them to feel more comfortable with potential outcomes.
- Define Your Client’s Retirement Goals: As you build your client’s retirement income strategy, incorporating fixed insurance products when appropriate, Riskalyze builds a Retirement Map to help chart your client’s progress and probability of success in reaching their retirement income goals.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
While this webinar is opened to all insurance-licensed financial professionals, access to Riskalyze is limited to active Investment Adviser Representatives and Registered Representatives only.
All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against all losses.
GamePlan Financial Marketing, LLC is not affiliated with Riskalyze Inc., nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, financial professionals are ultimately responsible for the use of any materials or services and agree to adhere to the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
G18334-B (04/18) | Webinar available to insurance-licensed financial professionals only.